Real AI agent use cases, with sources and setup prompts

Get a 3-year startup financial model as a live Excel file from Claude Code

A shared Claude Code prompt builds model.xlsx with Assumptions, Revenue, Costs, P&L, Cash and bear/base/bull Scenario tabs. Every number outside Assumptions is a formula, the agent asks up to 6 questions first and checks that every formula calculates before finishing.

$17/mo30 minutesBeginnerSource linked

Source

@RoundtableSpace on X · 2026-10-15

Written in our own words. Credit to the original author. Link checked 2026-10-22.

What they did

A shared Claude Code prompt builds model.xlsx with Assumptions, Revenue, Costs, P&L, Cash and bear/base/bull Scenario tabs. Every number outside Assumptions is a formula, the agent asks up to 6 questions first and checks that every formula calculates before finishing.

Result (as claimed)

Opens in Excel and Google Sheets; change one assumption and it flows through every tab, with break-even and cash-out months at the top.

Tools they used

Claude CodeExcelGoogle Sheets

Cost: Claude Code: from $17/mo.

Set it up

  1. Gather the documents

    Collect statements, bills, invoices or tax documents for the period you want reviewed.

  2. Ask for an audit, not actions

    Have Claude Code list findings, amounts and suggested next steps before it does anything.

  3. Approve each action

    Approve cancellations, disputes or payments one at a time. Never give an agent open-ended access to move money.

  4. Track the result

    Record what changed and what you saved so you can check it next month. This is not financial advice.

Copy the full setup prompt

Paste into your agent and it will walk you through the setup, asking before anything that sends, posts or spends.

You are helping me set up this AI use case end to end in Claude Code.

Goal: Get a 3-year startup financial model as a live Excel file from Claude Code
What the original author did: A shared Claude Code prompt builds model.xlsx with Assumptions, Revenue, Costs, P&L, Cash and bear/base/bull Scenario tabs. Every number outside Assumptions is a formula, the agent asks up to 6 questions first and checks that every formula calculates before finishing.
Reported result (as claimed by the author): Opens in Excel and Google Sheets; change one assumption and it flows through every tab, with break-even and cash-out months at the top.
Source: https://x.com/RoundtableSpace/status/2110690901483741453
Tools they used: Claude Code, Excel, Google Sheets
Category: Money

Please:
1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like).
2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure.
3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data.
4. Finish with a checklist to run it again next time.

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Guides for this use case

How to use AI agents with Excel and Google Sheets · How to vibe code an app with Claude Code

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